Pacific Peak Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ketchum, ID. Its latest Form ADV filing, dated April 29, 2026, reports $224M in regulatory assets under management, 2 employees, and 415 accounts.
Assets Under Management
$224M
Employees
2
Offices
--
Total Clients
186
Primary office
KETCHUM, ID
120 2ND AVENUE, SUITE 108, KETCHUM, ID, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.8% of total clients.
Top client categories% of clientsClients
1
Individuals
68.8%
128
2
HNWI
29.0%
54
3
Pension Plans
2.2%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$224Mas of April 29, 2026
Discretionary100.0%
$224M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$224M
Total Accounts415
10Y AUM Change+$224M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee93:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.